QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
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Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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HMPRO: Margin Expands with Improved Consumption
Share price is less volatile, low volatility in sales, and good price momentum relative to its sector HMPRO set to continue its domestic expansion...
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SPCG: New Projects in Japan to Drive Growth
Relatively strong analyst recommendation and low correlation with Western stock markets relative to its sector SPCG has raised its goal for the...
300 Views